The Disconnect Between the Economy and Home Builders

I think there's a $3 billion fee that goes the way of Activision. As much as I'd love to say, check change and sort of cash in on the home builder side of the equation, it feels as though it has some room to run. So it's not all doom and gloom on the G-Swiz side of things, for sure. Yeah, I think on the energy, again, people came in overweight. And when there's sexier things that appear to be out there, they'll sell energy and go overweight tech.

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